Notice: This company has been marked as potentially delisted and may not be actively trading. Simplify U.S. Equity PLUS GBTC ETF (SPBC) Institutional Ownership Add Compare Share Share Ownership Stock AnalysisDividendHeadlinesHoldingsOptions ChainOwnershipRatingsTrends Institutional Ownership Changes (13F Filings) for Simplify U.S. Equity PLUS GBTC ETF (NASDAQ:SPBC)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$23.29MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$2.99M Get SPBC Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify U.S. Equity PLUS GBTC ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SPBC Institutional Buying and Selling by Quarter Ad Crypto 101 MediaTrump’s Sending THIS Crypto Higher on PurposeDiscover the coin set to explode before 2025! Trump could trigger THIS crypto coin… YES, I WANT THE #1 CRYPTO NOW Simplify U.S. Equity PLUS GBTC ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/1/2024 SFG Wealth Management LLC.223,279$8.12M4.3%+7.5%38.831% 10/22/2024 Private Advisor Group LLC357,723$13.00M0.1%+537.2%62.213% 10/9/2024 Worth Asset Management LLC9,780$356K0.2%+3.4%1.701% 8/9/2024 Total Clarity Wealth Management Inc.74,425$2.57M0.9%+48.5%12.943% 8/5/2024 Private Advisor Group LLC56,137$1.94M0.0%-45.4%9.763% 7/19/2024 SFG Wealth Management LLC.207,793$7.17M4.1%+16.7%36.138% Get the Latest News and Ratings for SPBC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Simplify U.S. Equity PLUS GBTC ETF and its competitors with MarketBeat's FREE daily newsletter. 7/11/2024 Worth Asset Management LLC9,455$326K0.2%-53.8%1.644% 4/30/2024 Private Advisor Group LLC102,774$3.48M0.0%N/A15.226% 4/26/2024 SFG Wealth Management LLC.178,089$6.02M3.6%+303.6%26.384% 4/12/2024 Worth Asset Management LLC20,466$692K0.4%-59.0%0.000% 1/19/2024 SFG Wealth Management LLC.44,121$1.25M0.8%N/A0.000% 1/11/2024 Worth Asset Management LLC49,965$1.42M1.0%+76.7%0.000% 10/11/2023 Worth Asset Management LLC28,281$678K0.5%N/A0.000% 8/4/2023 Envestnet Asset Management Inc.74,750$1.87M0.0%N/A0.000% 7/31/2023 WealthPLAN Partners LLC40,795$1.02M0.1%-33.7%0.000% 7/25/2023 WealthPlan Investment Management LLC561$85K0.0%-98.3%0.000% 5/10/2023 WealthPLAN Partners LLC61,486$1.40M0.2%-36.0%0.000% 5/8/2023 WealthPlan Investment Management LLC32,453$740K0.1%-66.2%0.000% 3/6/2023 OLD Mission Capital LLC21,857$440K0.0%+111.3%0.000% 12/12/2022 WealthPlan Investment Management LLC98,413$2.03M0.1%N/A0.000% 11/14/2022 OLD Mission Capital LLC10,344$198K0.0%-13.4%0.000% 11/8/2022IFP Advisors Inc1,821$46K0.0%N/A0.000% 8/5/2022 OLD Mission Capital LLC11,943$244K0.0%N/A0.000% 5/11/2022 Ovata Capital Management Ltd4,000,000$106.12M32.7%N/A0.000% 5/3/2022 WealthPLAN Partners LLC50,296$1.20M0.1%N/A0.000% 2/10/2022 Private Advisor Group LLC24,785$697K0.0%N/A0.000% 2/3/2022 Advisor Group Holdings Inc.4,541$128K0.0%+22.7%0.000% 11/5/2021 Advisor Group Holdings Inc.3,700$95K0.0%N/A0.000% 8/13/2021 OLD Mission Capital LLC9,997$254K0.0%N/A0.000% (Data available from 1/1/2016 forward) SPBC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SPBC shares? During the previous two years, the following institutional investors and hedge funds held shares of Simplify U.S. Equity PLUS GBTC ETF shares: Private Advisor Group LLC ($13.00M), SFG Wealth Management LLC. ($8.12M), Total Clarity Wealth Management Inc. ($2.57M), Envestnet Asset Management Inc. ($1.87M), WealthPLAN Partners LLC ($1.02M), OLD Mission Capital LLC ($440K), and Worth Asset Management LLC ($356K).Learn more on SPBC's institutional investors. Which institutional investors have been buying Simplify U.S. Equity PLUS GBTC ETF stock? The following institutional investors have purchased Simplify U.S. Equity PLUS GBTC ETF stock in the last 24 months: Private Advisor Group LLC ($404.36K), SFG Wealth Management LLC. ($223.28K), Envestnet Asset Management Inc. ($74.75K), Worth Asset Management LLC ($50.29K), Total Clarity Wealth Management Inc. ($24.30K), and OLD Mission Capital LLC ($11.51K). How much institutional buying is happening at Simplify U.S. Equity PLUS GBTC ETF? Institutional investors have bought a total of 788,496 shares in the last 24 months. This purchase volume represents approximately $26.30M in transactions. Which Simplify U.S. Equity PLUS GBTC ETF major shareholders have been selling company stock? The following institutional investors have sold Simplify U.S. Equity PLUS GBTC ETF stock in the last 24 months: WealthPlan Investment Management LLC ($95.55K), WealthPLAN Partners LLC ($55.34K), Private Advisor Group LLC ($46.64K), and Worth Asset Management LLC ($40.51K). How much institutional selling is happening at Simplify U.S. Equity PLUS GBTC ETF? Institutional investors have sold a total of 238,042 shares in the last 24 months. This volume of shares sold represents approximately $8.79M in transactions. 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